In 2003, the Texas Legislature enacted the
Uniform Prudent Investor Act and the Uniform Principal and Income Act.
These acts became effective January 1, 2004, and affect new and existing trusts.
Download and print the following PDF files to have your copy of Glenn Karisch's
UPIA Handbook -- the best source of information on the Uniform Prudent Investor Act
and the Uniform Principal and Income Act as enacted in Texas.

Instructions:

1. Click on each of the following links. This
will open the PDF file. (Please note that you must have the free Adobe
Acrobat Reader program in order to access these files. You may download
this free program by
clicking here.)

2. Print each PDF file.

3. Using the Table of Contents as your guide,
assemble the Table of Contents and each chapter into a handbook using a
three-ring binder with numbered dividers.

At some continuing legal education programs a shorter version of UPIA materials is used.
If you are instructed to download and print the "Shorter UPIA Outline," then
click the link below to open a PDF file containing the 24-page outline to be
used at your program. Be sure to print the outline and bring it to the
program.